Portside Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Portside Wealth Group, LLC
- $578 Billion
- Q4 2024
A detailed history of Portside Wealth Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Portside Wealth Group, LLC holds 168,877 shares of SPYV stock, worth $8.9 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
168,877
Previous 171,712
1.65%
Holding current value
$8.9 Million
Previous $9.08 Billion
1.65%
% of portfolio
1.54%
Previous 1.55%
Shares
8 transactions
Others Institutions Holding SPYV
# of Institutions
1,067Shares Held
440MCall Options Held
308KPut Options Held
15.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.12 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.18 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$851 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$484 Million0.03% of portfolio